Retirement Planning

Concerned about maximizing retirement security? We can help you by beginning with the end-game in mind.

If you want to be able to retire on your own terms, the first step is defining them and creating the most effective plan to make them a reality. NEFG’s team gets to know you today, and where you want to be tomorrow.

Then, we show you the strategies for how to get there as quickly as possible, making the most of your resources and protecting your assets from unnecessary risk, taxation and restrictions.

Individual customized consulting and education build on the most advanced economic thinking and modeling technologies.

We custom tailor a retirement plan and help you monitor the results along the way, ensuring you fully understand the risks, rewards and timeframes – thus, putting you solidly in charge of your retirement goals, while leaving the day-to-day management to us.